Customer satisfaction increases the faster you can process these requests. Speed (especially time to first touch) and communication are critical, especially for wealth retention.
Doculabs has combined its decades of financial industry knowledge with Celonis to drill down into specific life events to identify bottlenecks and key KPIs, such as time to first contact or NIGO and retention ratios.
Our app will help you achieve three customer-centric goals:
Reduce the time it takes to complete a change to an account
Streamline the re-registration process when additional information is required
Improve customer experience and asset retention
View high level metrics and analysis regarding customer service activity
Detailed analysis on duration of cases and time to first touch
Detailed analysis regarding NIGO, cases broken down by account type, NIGO reason, and customer satisfaction
Fill out the form and an Expert from the Partner will contact you to help you get started with this Execution App. Please note that your data will therefore be forwarded to the Partner mentioned on this website.
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